A global CRM for global Neeyamo

Running a global sales organization is fraught with challenges, from coordinating across time zones to maintaining consistent reporting standards. For Neeyamo, a global provider of HR and payroll solutions, these complexities made it increasingly difficult to keep its sales operations running smoothly. Without a reliable CRM, Neeyamo’s ability to manage sales data and close deals quickly was at risk.

Despite attempts to organize global sales activities with tools like Excel, reporting and workflows remained persistent challenges for Neeyamo. The company needed a single source of truth to manage its vast distributed sales operation.

“We needed a CRM that could sync fast-moving sales data across teams. With customers in 179 countries, this was non-negotiable for maintaining our global footprint,” says Vishnhu Ramakrishnan, Neeyamo’s head of global GTM strategy.

Freshsales' ease of use, flexibility, and AI-powered reporting features checked all the boxes during Neeyamo’s exhaustive CRM search. In addition to streamlining sales data and reducing the time it takes to generate sales reports by 40%, Freshsales helps Neeyamo easily manage nearly 50,000 sales contacts and track leads more efficiently. Neeyamo has been able to simplify lead management, fuel sales productivity, and closely monitor sales performance, ensuring an efficient global sales operation.

The company

Founded in 2009 as an employment-screening platform, India-based Neeyamo has grown into a leading HR and payroll solutions provider. With 3,000 employees in more than 30 countries, Neeyamo helps multinational companies manage their workforce, satisfy compliance, and overcome the challenges of remote hiring.

The challenge

Neeyamo faced significant hurdles with its previous sales management systems, which were hampered by a lack of robust reporting and analytics features. Despite having a globally distributed sales infrastructure, Neeyamo’s sales teams were forced to rely on inadequate tools—including cumbersome Excel spreadsheets—to manage and track sales activities.

With a sales database encompassing nearly 50,000 leads, Neeyamo’s sales representatives couldn’t easily track new opportunities and lacked visibility into other teams’ activities. Managing new sales inquiries was also frustrating since there was no single source of information about potential contracts or prospects.

Whenever Neeyamo introduced new products, like its proprietary Payroll 3.0 software, the need for a sophisticated customer relationship management (CRM) system became more apparent as leads were harder to manage. The sales teams required a solution that offered meticulous tracking, was user-friendly for distributed operations, and provided extensive reporting capabilities.

The solution

After evaluating a half-dozen CRM solutions, Neeyamo chose Freshsales for its advanced analytics, comprehensive reporting tools, and intelligent workflow automation. “By leveraging these important Freshsales features, we’ve completely transformed the sales experience,” says Ramakrishnan. 

Freshsales' user-friendly customization capabilities have enabled Neeyamo to create custom fields for lead data, build modules to track sales progress, and use automation to accelerate sales workflows. This has allowed sales teams to respond swiftly to new inquiries, significantly improving the customer experience despite a high volume of inquiries. With Freshsales’ customizable reports, Neeyamo can easily track revenue, sales performance, and pipeline health.

Freshsales, built on Neo Platform and powered by AWS, has also helped Neeyamo automate a growing list of tasks by creating email triggers, monitoring sales sequences for campaign management, and scheduling recurring reports. Each of these steps simplifies the user experience and empowers global sales teams to meet and exceed quarterly goals. 

“Freshsales is packed with features that help our sales team achieve their targets,” says Ramakrishnan.

Impact

Implementing Freshsales has significantly improved Neeyamo’s sales management processes for its enterprise product suite. “What impressed us most is the simplicity that Freshsales brings to the table,” says Ramakrishnan. “The interface simplifies our team’s daily workflows, but it also accelerates our sales activities worldwide.”

With Freshsales, Neeyamo can easily manage nearly 50,000 sales contacts from over 5,000 companies. Go-to-market teams have reduced sales report generation times by 40%. Critical analytics, forecasting, and sales performance reports can now be produced in as little as eight minutes.

Collectively, these benefits have empowered Neeyamo's sales teams to achieve their quotas, respond to new sales inquiries faster and more effectively, and continually grow global operations at scale. “In such a distributed business operation, a powerful CRM system is essential,” says Ramakrishnan. “Freshsales is our single source of truth, keeping everything in sync across our global footprint.”